See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,800 | $58,879-74.9% | $178,490-91.7% | $73,488-79.9% |
| Participation rate | 77.8% | 66.2%+11.6pp | 81.9%-4.1pp | 70.7%+7.1pp |
| Annual return | 15.24% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,636 | $2,567-36.3% | $5,202-68.6% | $3,740-56.3% |
| Admin fee / account holder | $664 | $400+66.0% | $13,984-95.2% | $513+29.5% |